24 September 2010

Hints & Help: Payer Letters

Welcome to the very first Help blog from Paritor. Every week new blogs will be posted containing the most interesting questions and their solutions to help you use Paritor to it's full potential.

A customer came to us with the following question. They wanted to confirm that if a parent gets all three payer letters in one term, for example Spring Term, that parent wont recieve any more reminder letters in the subsiquent term(s).

The answer was as follows:

'Thats correct, once a payer has received all letters the system will not produce any further letters as there are no more in the sequence.

If a payer though pays the oldest invoice(s) i.e. the one(s) that have received all the letters but leaves other outstanding invoices the system will produce the next letter due for the remaining invoice. So for example if a payer has the three outstanding invoices dated:

Inv 1000 dated 1/1/10
Inv 2000 dated 15/1/10
Inv 3000 dated 31/1/10

and you have run reminder letters on the 14/1/10, 30/1/10 and 14/2/10, the payer will have received all three letters. If you do not remove the pupils from tuition and terminate hires as you say you will in the last letter then the system will produce a new invoice for spring, say this is invoice 4000 and for the purpose of this example say this was dated 1/6/10. If you run reminder letters say on 1/7/10 this payer will not get another letter as you have already sent all three letters, the last one saying the lessons will be stopped. It will though list this payer as still oweing money.

If the payer pays the oldest invoice number 1000, after which you run the letters again the system will produce another letter 3. This is because the remaining invoices have only appeared on letter 1 and letter 2.

If on the other hand the payer clears the the two oldest invoices leaving just inv 3000 and the new invoice 4000 the payer will receive letter 2 followed by letter 3 the next time the letters are run.'

Thanks for reading this and I hope it has helped, the Help blog will return in the next couple of days.

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